Hi All,
I want to automatically copy or clone image attachments from a Place to its associated Task. For example, if an image is attached to the Place (in the Attachment tab), I want that image to be included in the Task (in the attchment tab) whenever a new Task is created in the Place’s Service History.
It would be great if you help me with this issue.
Best Regards,
Akshay.
Question
Business rule to copy attchment
+28Hi
You need a custom process and business rule.
After ‘task insert commit’, you run a BATCH XML.
- <hierarchy_select> - Select the record from place_attachment according to place_id value.
- <update_task_attachment> - Insert the record into task_attachment and connect the task_id.
You will need to manage multiple attachments in case it is a valid scenario. If not, one attachment is as mentioned above.
Cheers!
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